Summer Analyst

Position: Summer Analyst

Position Overview:

The Summer Analyst will perform various financial analyses to support Rockbridge’s team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement.

Key Responsibilities:

• Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge’s investments.
• Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge’s investments may be influenced by distinct market dynamics.
• Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments.
• Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages.
• Support and collaborate with Rockbridge’s Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams.
• Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports.
• Review and understand various legal document provisions to ensure loan covenant compliance.
• Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms.

Candidate Qualifications:

• Rising junior, senior, or masters candidate
• Entrepreneurial individual with a high level of intellectual capacity, curiosity, and integrity
• Ability to excel in a fast-paced collaborative environment
• Excellent interpersonal, organizational, and communication skills
• Strong analytical ability
• Attention to detail
• Flexible and adept at multi-tasking in a deadline-sensitive environment
• Highly motivated for success
• Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint
• Good working knowledge of various financial statements
• Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential

Company Overview:

Rockbridge is a vertically integrated, hospitality-centered investment firm designed to cultivate value and enrich life. 

We invest in, partner with, and create opportunities in hospitality. The firm has 309 real estate and hospitality 

investments in 39 states worth over $12 Billion in total capitalization and $4.8 Billion in assets under management.